Institutional Ownership Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG). We have compiled data on the 351 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,139
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,129
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 10.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,064
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
5,060
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
5,025
shares
|
$0
0.41% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
4,994
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
4,940
shares
|
$0
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$0
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
4,860
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
4,853
shares
|
$0
0.19% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
4,813
shares
|
$0
0.19% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,795
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 51.64%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
4,755
shares
|
$0
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
4,691
shares
|
$0
0.29% of portfolio
|
Q3 2025
Reduced 53.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,632
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,575
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
4,571
shares
|
$0
0.31% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,528
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
4,490
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,464
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,360
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,352
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
4,250
shares
|
$0
0.0% of portfolio
|
Q2 2021
Added 400.0%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
4,168
shares
|
$0
0.04% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,153
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|